January 2022 Education Meeting

FREE TO FPA MEMBERS ($40.00 fee for non-members)

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TOPIC #1: Tax Update: Hot Topics for 2022
SPEAKER: Scott Swain

About the Program: Another year in the books, and we finally know what the tax regime looks like for 2022, we think! This presentation will focus on tax law changes for 2022 and how they will impact our clients. Depending on whether any legislation goes through, this may be the focus of the presentation. If no significant changes get done, then I will spend more time on some appropriate strategies for income and estate tax planning in 2022. Topics will likely include retirement planning in general, Roth IRA’s, donor advised funds, and opportunistic estate planning vehicles.

About the Speaker: Scott has nearly 30 years of experience working in the accounting and financial services industries, including 18 years focused on planning and tax compliance for high-net-worth individuals. He specializes in income and estate tax planning for individuals and has a tremendous amount of experience working with complex trusts, family partnerships and other entities from an estate planning perspective. Scott also has significant experience in assisting clients with their investment assets, including global asset allocation construction, investment selection and performance monitoring.

TOPIC #2: Risks and Opportunities in the Post-COVID Economy
SPEAKER: Brandon Zureick, CFA

About the Program: While the fallout from COVID was devastating, swift action from policy makers led to a historically rapid economic and market recovery. However, investors face a growing list of uncertainties – from rising inflation to changing monetary and fiscal policy. In this session, we explore the risks and opportunities of investing in a post-COVID economy. From rising inflation to changing monetary and fiscal policy, investors face a growing list of uncertainties.

About the Speaker: Brandon Zureick joined Johnson Asset Management in 2011 and serves as a Director and Portfolio Manager. Brandon is also a Principal of the firm and serves as a member of the Fixed Income Strategy Team. His primary responsibilities include fixed income portfolio management and macro-economic strategy. Previously, Brandon held the position of Fixed Income Analyst & Trader. Prior to joining the firm, Brandon was a Portfolio Analyst for Robert W. Baird. He received a B.S. in Finance from University of Cincinnati and holds the Chartered Financial Analyst Designation.

Continuing Education: FPA NEO will request credit for these programs, which will total two hours of CE from the CFP® Board of Standards for CFP® designation holders. A general certificate of completion and one for CPA designees who feel the program satisfies their continuing education requirements will also be available.

Reservation Policy:

VIRUTAL: All attendees must register in advance before noon on 1/19/22. Virtual cost is free for FPA members and $40 for non-members.

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Event registration is closed. Email admin@fpa-neo.org for more information.